Fund Name
Category
Net Assets (Cr.)

NAV (Rs.)
AUM (Cr.)
Returns Since inception
Returns
Is it a Sahi Mutual Fund?

Past

Avg Rolling
Quality
Performance
Hybrid - Dynamic Asset Allocation
4,066
23.62 4,066
1.76
01 Oct' 71
-9.16
1.05
3.86
3.78
3.69
4.46
3.93
3.29
Very Good
Not Good
Hybrid - Dynamic Asset Allocation
4,066
23.62 4,066
1.76
01 Oct' 71
-9.16
1.05
3.86
3.78
3.69
4.46
3.93
3.29
Very Good
Not Good
Equity - Value Fund
4,019
115.48 4,019
16.4
29 Jun' 04
-17.24
-2.34
4.55
10.33
14.63
15.35
15.56
15.55
Somewhat Good
Not Good
Equity - Small cap Fund
3,973
44.22 3,973
11.8
14 Jun' 07
-24.45
-10.33
1.24
12.41
20.69
20.62
21.30
20.10
Risky
Very Good
Equity - Large & Mid Cap Fund
3,902
341.02 3,902
15.1
24 Feb' 95
-19.72
-4.83
2.05
9.15
12.56
12.90
12.51
14.79
Somewhat Good
Not Good
Equity - Value Fund
3,763
54.13 3,763
11.9
20 Jul' 05
-13.92
0.23
1.64
7.92
11.19
12.71
13.08
13.18
Somewhat Good
Not Good
Equity - Focused Fund
3,663
52.12 3,663
11.8
24 Oct' 05
-16.75
-0.85
3.38
9.59
12.89
13.26
13.07
13.18
Very Good
Not Good
Hybrid - Balanced Advantage
3,600
10.28 3,600
0.65
03 Aug' 18
-4.8
NA
NA
NA
5.91
NA
NA
NA
Very Good
NA
Hybrid - Aggressive Hybrid Fund
3,511
144.26 3,511
1.4
02 Jan' 95
-16.5
-2.89
2.32
6.81
9.40
10.63
10.67
12.25
Very Good
Not Good
Equity - Thematic Fund - MNC
3,508
165.25 3,508
11.5
30 Sep' 94
-2.55
3.58
4.16
12.72
15.91
16.00
15.64
18.81
Somewhat Good
Not Good
Equity - Thematic Fund - MNC
3,457
691.29 3,457
15.4
27 Dec' 99
-10.13
1.82
3.29
14.05
19.03
19.97
19.42
20.79
Somewhat Good
Not Good
Equity - Value Fund
3,409
224.78 3,409
12.5
01 Feb' 94
-26.74
-4.37
1.93
8.27
13.38
14.52
14.46
18.43
Risky
Not Good
Hybrid - Equity Savings
3,364
34.79 3,364
8.22
17 Sep' 04
-7.19
1.5
5.72
7.5
8.81
9.67
9.52
9.49
Very Good
Not Good
Equity - Focused Fund
3,323
37.72 3,323
10.2
26 Dec' 06
-24.22
-4.46
2.24
10.75
16.05
15.62
15.66
15.07
Risky
Not Good
Hybrid - Aggressive Hybrid Fund
3,314
13.70 3,314
6.3
29 Jul' 15
-10.45
2.72
NA
NA
11.00
10.93
NA
NA
Very Good
NA
Equity - Small cap Fund
3,280
45.42 3,280
14.8
09 Sep' 09
-16.11
1.32
8.08
16.38
20.88
23.02
25.60
18.26
Risky
Very Good
ETFs - Index
3,214
104.34 3,214
13.2
28 Dec' 01
-91.83
-53.03
-34.55
-17.17
5.64
7.07
8.04
11.30
Somewhat Good
NA
Hybrid - Aggressive Hybrid Fund
3,208
186.76 3,208
12.5
08 Oct' 95
-15.9
-2.23
1.34
9.36
12.39
13.50
14.31
16.78
Very Good
Very Good
Equity - ELSS
3,184
15.63 3,184
9.94
28 Dec' 15
-15.11
2.27
NA
NA
16.01
14.93
NA
NA
Somewhat Good
Very Good
Equity - Mid Cap Fund
3,177
87.90 3,177
12.1
30 Jul' 05
-14.61
-4.02
1.42
11.99
17.16
17.40
16.48
16.66
Somewhat Good
Not Good
*Based on the Fund’s Ranking within its Category

FAQs

  • Why should you invest in Mutual Funds?
  • One should invest in Mutual Funds to earn equity-linked returns (significantly higher than FD). This will also help you reach your financial goals faster.
  • How many Mutual Funds should one invest in?
  • You should select at least 4-5 funds that complement each other. Fund Managers like every competent investor choose a strategy, and hence, the one Fund will work best only in some market situations. So, when investing in stocks through Mutual Funds, you need to select a combination that will work better together, in the present and future.
  • Should I invest in mutual funds if I invest in direct stocks?
  • Yes, you should, in order to complement your investment strategy/style/biases and also be confident about committing a larger portion of your Investable Surplus to equities.
  • How to select the best Mutual Fund?
  • Finding a good Mutual Fund to invest in requires you to answer 3 essential questions:
    1. 1. What is the Right Fund? – Check quality of Holdings, consistency of returns, expense
    2. 2. What is the Right Time to buy? – Check portfolio valuation and fund manager investment strategy
    3. 3. What is the Right Allocation? – Check if the fund suits your risk profile
    Read our blog , 'If not past returns, then how do you select the right Equity Mutual Fund to invest in?' for details
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